+57.0%
ONTO vs CASY
+32.9%
+24.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.8% | -3.7% | -2.9% |
| 7D | +17.5% | +3.6% | +14.0% | +17.6% |
| 30D | -15.7% | +9.1% | -24.7% | -15.7% |
| 3M | -39.7% | -16.5% | -23.2% | -38.3% |
| 6M | -26.5% | -19.7% | -6.8% | -20.6% |
| YTD | +29.0% | +29.3% | -0.3% | +22.6% |
| 1Y | +57.0% | +33.1% | +23.8% | +50.7% |
| All | +57.0% | +32.9% | +24.1% | +50.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded CASY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling